Position in UWMC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$279,191
+$90,830 QoQ
Shares Held
77,125
+79.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $2,728,577 across 10 Mortgage Finance names. UWMC ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
136,519 | $1,945,394 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
3,255 | $284,486 | |
| 3 | UWMC |
UWM Holdings Corp
This page
|
77,125 | $279,191 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
1,549 | $68,744 | |
| 5 | LDI |
loanDepot, Inc.
|
45,061 | $63,986 | |
| 6 | GHI |
Greystone Housing Impact Investors LP
|
9,733 | $47,886 | |
| 7 | ONIT |
Onity Group Inc.
|
665 | $26,114 | |
| 8 | BETR |
Better Home & Finance Holding Co
|
347 | $12,359 |
All Filings in UWMC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279,191 | 77,125 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $188,361 | 43,005 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $268,409 | 44,074 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $181,302 | 43,793 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $192,847 | 35,320 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $216,919 | 36,954 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $250,163 | 29,362 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $207,427 | 29,932 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $224,064 | 30,863 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $155,411 | 21,736 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $73,320 | 15,118 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $82,750 | 14,777 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $76,295 | 15,539 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $41,373 | 12,500 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $53,236 | 18,170 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $58,277 | 16,463 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $91,999 | 20,309 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $98,353 | 16,614 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $337,310 | 48,534 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $474,922 | 56,204 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $389,115 | 49,069 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||